#  @KevRGordon Kevin Gordon
Kevin Gordon posts on X about in the, alltime, stocks, market cap the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
### Engagements: [-------] [#](/creator/twitter::1750557036062920704/interactions)
- [--] Week [---------] +51%
- [--] Month [---------] +195%
- [--] Months [---------] +18%
- [--] Year [----------] +29%
### Mentions: [--] [#](/creator/twitter::1750557036062920704/posts_active)
- [--] Month [---] -25%
- [--] Months [---] +16%
- [--] Year [---] -18%
### Followers: [------] [#](/creator/twitter::1750557036062920704/followers)
- [--] Week [------] +1.70%
- [--] Month [------] +4.60%
- [--] Months [------] +23%
- [--] Year [------] +100%
### CreatorRank: [------] [#](/creator/twitter::1750557036062920704/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) #490 [stocks](/list/stocks) 3.33% [countries](/list/countries) 3.33% [technology brands](/list/technology-brands) 2.5% [currencies](/list/currencies) 1.67% [cryptocurrencies](/list/cryptocurrencies) 1.67% [exchanges](/list/exchanges) 1.67% [financial services](/list/financial-services) 0.83% [automotive brands](/list/automotive-brands) 0.83% [products](/list/products) 0.83%
**Social topic influence**
[in the](/topic/in-the) 10%, [alltime](/topic/alltime) 7.5%, [stocks](/topic/stocks) 6.67%, [market cap](/topic/market-cap) 5%, [bloomberg](/topic/bloomberg) #253, [history](/topic/history) 4.17%, [inflation](/topic/inflation) #10, [up to](/topic/up-to) 2.5%, [fomc](/topic/fomc) 2.5%, [rose](/topic/rose) 2.5%
**Top accounts mentioned or mentioned by**
[@chartfest1](/creator/undefined) [@jerry__grey](/creator/undefined) [@paulschatz](/creator/undefined) [@ljenkins314](/creator/undefined) [@business](/creator/undefined) [@lizannsonders](/creator/undefined) [@thenoblejonsnow](/creator/undefined) [@william_r2rclub](/creator/undefined) [@paul_schatz](/creator/undefined) [@grok](/creator/undefined) [@gavekal](/creator/undefined) [@ft](/creator/undefined) [@rickmcginley](/creator/undefined) [@spoutingrock1](/creator/undefined) [@patrizia1077](/creator/undefined) [@trump_democrat](/creator/undefined) [@repmythos](/creator/undefined) [@fooleryt](/creator/undefined) [@marcanthonyhere](/creator/undefined) [@ashudalian_ashu](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Tesla, Inc. (TSLA)](/topic/tesla) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Unemployment rate down to 4.3% in January"
[X Link](https://x.com/KevRGordon/status/2021577636028313627) 2026-02-11T13:30Z 22.6K followers, [----] engagements
"Tech hardware industry having its worst selloff since April 2025"
[X Link](https://x.com/KevRGordon/status/2022032874648875460) 2026-02-12T19:39Z 22.6K followers, [----] engagements
"30y mortgage rate ticked up to 6.24% this past week . as of now still failing to break thru that September [----] low"
[X Link](https://x.com/KevRGordon/status/2016506392434090016) 2026-01-28T13:39Z 22.4K followers, [----] engagements
"MSCI Emerging Markets Index relative to the S&P [---] . strongest since November 2023"
[X Link](https://x.com/KevRGordon/status/2016513970534850889) 2026-01-28T14:09Z 22.3K followers, [----] engagements
"As of 3Q2025 foreign-held U.S. equities as a % of foreign-held U.S. financial assets rose to an all-time high @NDR_Research"
[X Link](https://x.com/KevRGordon/status/2016580355306709439) 2026-01-28T18:33Z 22.3K followers, 36.5K engagements
"January FOMC statement with strikethrough comparisons"
[X Link](https://x.com/KevRGordon/status/2016587509648519678) 2026-01-28T19:01Z 22.2K followers, [----] engagements
"The Consumer Confidence Index fell by [----] points in [----] (top panel) while the S&P [---] rose by more than 16% . it pretty much marks the third straight year of confidence looking awful while stocks see double-digit % gains"
[X Link](https://x.com/KevRGordon/status/2016859083437920557) 2026-01-29T13:00Z 22.5K followers, [----] engagements
"PPI components that map over to PCE suggest a bit of a hotter print for December"
[X Link](https://x.com/KevRGordon/status/2017229988949348492) 2026-01-30T13:34Z 22.3K followers, [----] engagements
"A Friday knowledge nugget per the @federalreserve: By law the FOMC determines its own internal organization and by tradition the FOMC elects the Chair of the Board of Governors as its chair"
[X Link](https://x.com/KevRGordon/status/2017294803600371835) 2026-01-30T17:52Z 22.3K followers, 17.1K engagements
"Consumer Staples' strength has been uneven . cap-weighted index (white) is at an all-time high but equal-weighted version (blue) has been trending lower since early 2022"
[X Link](https://x.com/KevRGordon/status/2018322617694888350) 2026-02-02T13:56Z 22.3K followers, [----] engagements
"Stronger ISM Manufacturing PMI in January driven by a surge in new orders and a nice move higher in production . prices paid moved to the highest since September and employment remained in contraction"
[X Link](https://x.com/KevRGordon/status/2018338955448447386) 2026-02-02T15:01Z 22.3K followers, 14.9K engagements
"Goldman Sachs: For young married couples considering buying their first home the average down payment is now 70% of their annual household income (vs. 58% in [----] and 45% in 2000) and the first-year mortgage payment is about 25% (vs. 18% in [----] and 20% in 2000)"
[X Link](https://x.com/KevRGordon/status/2018346608883110007) 2026-02-02T15:31Z 22.5K followers, 343.8K engagements
"Per the Fed's Senior Loan Officer Opinion Survey the net % of respondents tightening standards for consumer credit card loans fell to 0% in January"
[X Link](https://x.com/KevRGordon/status/2018429467346251911) 2026-02-02T21:01Z 22.5K followers, [----] engagements
"Fed's Miran says he does not see a lot of strong price pressures in the economy and that he's excited to see what Warsh does as Fed chair via @business"
[X Link](https://x.com/KevRGordon/status/2018663668427403530) 2026-02-03T12:31Z 22.5K followers, [----] engagements
"Over the past [--] months the U.S. dollar is the second worst performing currency in the G10 . only the Japanese Yen is doing worse via @business"
[X Link](https://x.com/KevRGordon/status/2018664639975031265) 2026-02-03T12:35Z 22.4K followers, 11.5K engagements
"Bitcoin max drawdown now approaching -40%"
[X Link](https://x.com/KevRGordon/status/2018705146071355881) 2026-02-03T15:16Z 22.2K followers, 30K engagements
"The drawdown in S&P [---] Software stocks is now -25.2% from the high . that's worse than last year's plunge"
[X Link](https://x.com/KevRGordon/status/2018706861852107209) 2026-02-03T15:23Z 22.3K followers, 101K engagements
"Eurozone CPI #inflation comes in at +1.7% y/y in January . core down to +2.2%"
[X Link](https://x.com/KevRGordon/status/2019030420999094440) 2026-02-04T12:48Z 22.3K followers, [----] engagements
"S&P Global Japan Composite PMI rose sharply in January to [----] . best since May 2023"
[X Link](https://x.com/KevRGordon/status/2019030871018488274) 2026-02-04T12:50Z 22.5K followers, [----] engagements
"ADP payrolls +22k in January. Bloomberg consensus was +45k; prior month revised down from +41k to +37k"
[X Link](https://x.com/KevRGordon/status/2019037784489730086) 2026-02-04T13:18Z 22.2K followers, [----] engagements
"Per ADP payroll data manufacturing payrolls have contracted for [--] straight months"
[X Link](https://x.com/KevRGordon/status/2019038961549836568) 2026-02-04T13:22Z 22.3K followers, [----] engagements
"The S&P [---] is 1.8% from all-time highs and the Fear & Greed Index is in the "Fear" zone"
[X Link](https://x.com/KevRGordon/status/2019112202989436935) 2026-02-04T18:13Z 22.4K followers, 48K engagements
"Todays market password is: have they tried turning it off and turning it back on again"
[X Link](https://x.com/KevRGordon/status/2019149547902234784) 2026-02-04T20:42Z 22.2K followers, [----] engagements
"The NYSE cumulative advance-decline line made a new high yesterday"
[X Link](https://x.com/KevRGordon/status/2019370493229559835) 2026-02-05T11:20Z 22.4K followers, [----] engagements
"The equal-weighted S&P [---] closed at a new all-time high yesterday (Past performance is no guarantee of future results)"
[X Link](https://x.com/KevRGordon/status/2019388033997631695) 2026-02-05T12:30Z 22.3K followers, 11.4K engagements
"Challenger job cut announcements rose to nearly 109k in January the worst January since 2009"
[X Link](https://x.com/KevRGordon/status/2019388610433155432) 2026-02-05T12:32Z 22.5K followers, 35.3K engagements
"GS basket of most shorted stocks jumped by 8.8% on Friday . best day since April [----] and one of the best days in the post-pandemic era"
[X Link](https://x.com/KevRGordon/status/2020841087531954319) 2026-02-09T12:43Z 22.5K followers, [----] engagements
"New record high for the NYSE cumulative advance-decline line"
[X Link](https://x.com/KevRGordon/status/2021202074680295735) 2026-02-10T12:38Z 22.5K followers, [----] engagements
"With Walmart joining the $1T club yesterday there are now [--] S&P [---] members with market caps exceeding $1T . in order of size: NVIDIA Alphabet Apple Microsoft Amazon Meta Tesla Broadcom Berkshire Hathaway Walmart"
[X Link](https://x.com/KevRGordon/status/2019052175679246339) 2026-02-04T14:15Z 22.6K followers, 14.3K engagements
"ISM Services comments for January are overall better than the manufacturing sector . some notable mentions about data centers and capacity"
[X Link](https://x.com/KevRGordon/status/2019066101112488370) 2026-02-04T15:10Z 22.6K followers, 10K engagements
"Per Bloomberg the median estimate for January nonfarm payrolls is +69k . the high is +135k and the low is -10k"
[X Link](https://x.com/KevRGordon/status/2020845881210352074) 2026-02-09T13:02Z 22.6K followers, 10.3K engagements
"As of the fourth quarter of [----] the % of American adults who rate both their current and future lives high enough to be classified as thriving dropped to 48%. The only times we've seen lower readings: global financial crisis and the depths of the pandemic @Gallup"
[X Link](https://x.com/KevRGordon/status/2021204999469142192) 2026-02-10T12:49Z 22.6K followers, 22K engagements
"Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of 2011"
[X Link](https://x.com/KevRGordon/status/2021261484349698113) 2026-02-10T16:34Z 22.6K followers, 106.3K engagements
"Going to join @ScottWapnerCNBC on @CNBCClosingBell at 3pm ET to talk jobs CPI and stocks"
[X Link](https://x.com/KevRGordon/status/2021616805635412266) 2026-02-11T16:06Z 22.6K followers, 17.4K engagements
"Gavekal: ".the MSCI European industrials index tends to move in phase with Chinese equities when both are expressed in US dollar terms. The conclusion is that investors should use their holdings of US equities as a source of cash to buy the Chinese equity index." @Gavekal"
[X Link](https://x.com/KevRGordon/status/2021961542925988086) 2026-02-12T14:56Z 22.6K followers, [----] engagements
"Parts of housing still in recession . single-family existing home sales fell in January to the lowest level since December 2023"
[X Link](https://x.com/KevRGordon/status/2022023986704715855) 2026-02-12T19:04Z 22.6K followers, [----] engagements
"Add this to the list of wow stats of late: On a rolling 5-week basis the Consumer Staples sector is up by 17%. Going back to [----] we have only seen stronger 5-week runs in: April [----] April [----] November [----] February 1991"
[X Link](https://x.com/KevRGordon/status/2022293382337343731) 2026-02-13T12:54Z 22.6K followers, 11.4K engagements
"204 members in the S&P [---] have had at least a max drawdown of -10% year-to-date. Meanwhile the index sits about 1.7% away from its high"
[X Link](https://x.com/KevRGordon/status/2022342387721465957) 2026-02-13T16:09Z 22.6K followers, [----] engagements
"Can that groundhog also tell us how much longer until we get the jobs report"
[X Link](https://x.com/KevRGordon/status/2018396183056568648) 2026-02-02T18:48Z 22.5K followers, [----] engagements
"Swings for the Tech sector's multiple have gotten incredibly large in the post-pandemic era . on a rolling 4-month basis the sector's forward 12m P/E is down by nearly [--] points; we've seen similar swings in [----] and [----] (never from [----] to 2018)"
[X Link](https://x.com/KevRGordon/status/2019021783278735491) 2026-02-04T12:14Z 22.6K followers, [----] engagements
"For companies with 20-49 employees payrolls fell in January to the lowest since August [----] per ADP"
[X Link](https://x.com/KevRGordon/status/2019040025103810811) 2026-02-04T13:27Z 22.6K followers, [----] engagements
"U.S.' share of world market cap continues to roll over and has fallen to its lowest since April 2025"
[X Link](https://x.com/KevRGordon/status/2019053368719606234) 2026-02-04T14:20Z 22.5K followers, 20.2K engagements
"ISM Services new export orders fell sharply in January to lowest since March 2023"
[X Link](https://x.com/KevRGordon/status/2019064696842625373) 2026-02-04T15:05Z 22.6K followers, [----] engagements
"Without looking one wonders how many people would guess that the best performing S&P [---] sector since the March [----] low is . Energy"
[X Link](https://x.com/KevRGordon/status/2019110738112258499) 2026-02-04T18:08Z 22.5K followers, 28.7K engagements
"Selloff in software not just the large caps . S&P [----] Software Index has gotten chopped by -29.9% from its high. Going back to [----] the only selloff that was worse was the bear market in 2022"
[X Link](https://x.com/KevRGordon/status/2019761622362013696) 2026-02-06T13:14Z 22.6K followers, 18.4K engagements
"Microsoft the fourth largest company in the S&P [---] has almost erased its outperformance relative to the S&P [---] over the past six years"
[X Link](https://x.com/KevRGordon/status/2019767561051586753) 2026-02-06T13:38Z 22.6K followers, 31.9K engagements
"Here are 3m annualized changes for several categories of retail sales . all continued to slow in December with the control group seeing a notable downshift from +6.5% in August to +2.6% in December"
[X Link](https://x.com/KevRGordon/status/2021216430117540336) 2026-02-10T13:35Z 22.5K followers, [----] engagements
"We still have to wait for December revisions but as of now retail sales growth came in at +2.4% for [----] . that is the slowest since 2018"
[X Link](https://x.com/KevRGordon/status/2021232102394458509) 2026-02-10T14:37Z 22.6K followers, [----] engagements
"@Claudia_Sahm I was recently looking at the increase off the low relative to prior cycles and still find it amazing as to how slow this one has been (by a considerable degree)"
[X Link](https://x.com/KevRGordon/status/2021282656017616930) 2026-02-10T17:58Z 22.5K followers, [---] engagements
"Frontloading net exports and then backloading consumer spending in one picture: GDPNow model (a nowcast not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0 GDPNow model (a nowcast not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0"
[X Link](https://x.com/KevRGordon/status/2021283379467944047) 2026-02-10T18:01Z 22.5K followers, 15.5K engagements
"3m average of nonfarm payroll growth shifted up to +73k in January . highest since February 2025"
[X Link](https://x.com/KevRGordon/status/2021578518102942132) 2026-02-11T13:34Z 22.6K followers, [----] engagements
"Fed looks vindicated in saying that there has been some stabilization in unemployment rate"
[X Link](https://x.com/KevRGordon/status/2021580683177611772) 2026-02-11T13:42Z 22.6K followers, [----] engagements
"Market aggressively pricing out rate cuts for this year after that jobs report"
[X Link](https://x.com/KevRGordon/status/2021582617699549262) 2026-02-11T13:50Z 22.6K followers, [----] engagements
"The unemployment rate for 16-24-year-olds dropped by [---] ppt in January and is now at 9%. That is a significant decline relative to history"
[X Link](https://x.com/KevRGordon/status/2021593572311547972) 2026-02-11T14:34Z 22.6K followers, [----] engagements
"@Chartfest1 @Paul_Schatz I will a bit later away from desk at the moment"
[X Link](https://x.com/KevRGordon/status/2022041770696364533) 2026-02-12T20:15Z 22.6K followers, [---] engagements
"@Paul_Schatz @Chartfest1 I don't follow the ETFs but for the SPX Software Index [--] advancers and [--] decliners today (new low data will come tomorrow morning after the evening data refresh)"
[X Link](https://x.com/KevRGordon/status/2022055075674546550) 2026-02-12T21:07Z 22.6K followers, [--] engagements
"@Paul_Schatz @Chartfest1 If Bloomberg has that historical data for the industry Ill be able to get it in the morning"
[X Link](https://x.com/KevRGordon/status/2022062439521738804) 2026-02-12T21:37Z 22.6K followers, [--] engagements
"@Chartfest1 @Paul_Schatz Correct and for the latter I count [--] per Bloomberg"
[X Link](https://x.com/KevRGordon/status/2022291635992723892) 2026-02-13T12:47Z 22.6K followers, [--] engagements
"A Bloomberg @economics analysis of FOMC projections found that on average across vintages Kevin Warsh's PCE inflation projections were consistently above the median FOMC member's and/or staff's forecast . in general Warsh favored a more hawkish stance than most colleagues"
[X Link](https://x.com/KevRGordon/status/2019019314310042045) 2026-02-04T12:04Z 22.6K followers, [----] engagements
"Alphabet is the latest mega-cap company to up its capex forecast at $185 billion that is larger than the government budgets of Poland Belgium and Sweden (among others) @business"
[X Link](https://x.com/KevRGordon/status/2019376353896775759) 2026-02-05T11:43Z 22.6K followers, [----] engagements
""The struggles of quick-service restaurants also speak to the growing bifurcation in the US economy where restaurants and other businesses that cater to low-income Americans are experiencing reduced sales as their customers increasingly struggle to make ends meet" @FT"
[X Link](https://x.com/KevRGordon/status/2021206395094282329) 2026-02-10T12:55Z 22.6K followers, 64K engagements
"New all-time high for share of student loans transitioning to serious delinquency"
[X Link](https://x.com/KevRGordon/status/2021261731650007216) 2026-02-10T16:35Z 22.6K followers, 76.6K engagements
"Final benchmark revision for [----] payrolls came in at -862k . the largest downward revision since 2009"
[X Link](https://x.com/KevRGordon/status/2021577878207365328) 2026-02-11T13:31Z 22.6K followers, 262.4K engagements
"Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is 2003"
[X Link](https://x.com/KevRGordon/status/2021579238109814805) 2026-02-11T13:37Z 22.6K followers, 14.4K engagements
"First gain for manufacturing payrolls since November 2024"
[X Link](https://x.com/KevRGordon/status/2021581693560258591) 2026-02-11T13:46Z 22.6K followers, 18.2K engagements
"Here is a pretty remarkable picture that shows we have moved towards a jobless expansion. Over the past three years: Nonfarm payrolls: +2.5M ('23) +1.5M ('24) +181k ('25) Real GDP: +2.9% ('23) +2.8% ('24) +2.3% ('25 YTD)"
[X Link](https://x.com/KevRGordon/status/2021584775102779730) 2026-02-11T13:59Z 22.6K followers, 16.4K engagements
"MSCI Emerging Markets Index is (thus far) having its best quarter vs. the S&P [---] since the second quarter of 2009"
[X Link](https://x.com/KevRGordon/status/2021923960217030713) 2026-02-12T12:26Z 22.6K followers, [----] engagements
"@Paul_Schatz @Chartfest1 No cumulative a/d function for that specific industry but quickest thing I can get rn is the following pair:"
[X Link](https://x.com/KevRGordon/status/2022287078516564151) 2026-02-13T12:29Z 22.6K followers, [--] engagements
"Gavekal: "Spare a thought for the new economy investors who diversified their software holdings with bitcoin. It turns out that the two asset classes have delivered similar types of return at precisely the same times." @Gavekal"
[X Link](https://x.com/KevRGordon/status/2022294916978684306) 2026-02-13T13:00Z 22.6K followers, [----] engagements
"@Chartfest1 @Paul_Schatz Ah but IGV is not the same as that Bloomberg index"
[X Link](https://x.com/KevRGordon/status/2022336041458483597) 2026-02-13T15:44Z 22.6K followers, [--] engagements
"The CPI 'food at home' category which is essentially groceries is up by 30.8% from its pre-pandemic level"
[X Link](https://x.com/KevRGordon/status/2022344793725260161) 2026-02-13T16:19Z 22.6K followers, 657.9K engagements
"One of the remarkable things about this cycle is the pace of disinflation we've seen without a recession. We've never seen this sharp of a y/y spike in core PCE y/y (blue showing change in the change) followed by this much of a decline without a recession on either end"
[X Link](https://x.com/KevRGordon/status/1796505376428572706) 2024-05-31T11:33Z 22.6K followers, 58.7K engagements
"S&P [---] Tech sector's price/sales ratio is going vertical and at an all-time high"
[X Link](https://x.com/KevRGordon/status/1803033687908577414) 2024-06-18T11:55Z 22.6K followers, 100K engagements
"Global freight container rates still moving higher and year/year increase is now up to +233%"
[X Link](https://x.com/KevRGordon/status/1805247831089017210) 2024-06-24T14:33Z 22.6K followers, 65.8K engagements
"S&P [---] Tech sector's free cash flow yield at its lowest since March 2002"
[X Link](https://x.com/KevRGordon/status/1805586533145067741) 2024-06-25T12:59Z 22.6K followers, 50.2K engagements
"Wow. Small businesses' economic outlooks improved in July by the most since April [----] per NFIB"
[X Link](https://x.com/KevRGordon/status/1823320432163877175) 2024-08-13T11:27Z 22.6K followers, 49.2K engagements
"There might be a lot of "cash on the sidelines" in terms of total money market fund assets but relative to the size of the equity market the firepower just isn't what it used to be . and in fact cash as a % of S&P [---] market cap has been trending lower for the past year"
[X Link](https://x.com/KevRGordon/status/1826234314264305733) 2024-08-21T12:26Z 22.6K followers, 34.3K engagements
"Wow. Construction industry job openings rate fell to a new cycle low in July . 6-month drop now [----] percentage points which is the largest in history"
[X Link](https://x.com/KevRGordon/status/1831337864442908731) 2024-09-04T14:25Z 22.6K followers, 34.6K engagements
"Ed Hyman at Evercore ISI: History and experience say to stick with a hard landing outlook. However the hard math that our team has reviewed says flip to a soft landing outlook. And thats what were doing"
[X Link](https://x.com/KevRGordon/status/1834288786471075904) 2024-09-12T17:51Z 22.6K followers, 47.4K engagements
"Going back to the 1950s the average max drawdown for the S&P [---] a year after the Fed starts a fast cutting cycle is -20.7% . the average max drawdown a year after the start of a slow cutting cycle is -7.4%"
[X Link](https://x.com/KevRGordon/status/1836400322337505629) 2024-09-18T13:42Z 22.6K followers, 31.4K engagements
"As of the end of last week the U.S.' share of world market cap hit a new high of 49.1%"
[X Link](https://x.com/KevRGordon/status/1838552636305334499) 2024-09-24T12:14Z 22.6K followers, 31.9K engagements
"Saudi Arabia is ready to abandon its unofficial price target of $100 a barrel for crude as it prepares to increase output in a sign that the kingdom is resigned to a period of lower oil prices according to people familiar with the countrys thinking. https://on.ft.com/3BfPfFg https://on.ft.com/3BfPfFg"
[X Link](https://x.com/KevRGordon/status/1839260826168971693) 2024-09-26T11:08Z 22.6K followers, 1.4M engagements
"U.S. corporate profits rose to a new all-time high in the second quarter"
[X Link](https://x.com/KevRGordon/status/1839285043270689152) 2024-09-26T12:45Z 22.6K followers, 82.7K engagements
"U.S. equities looking quite stretched across multiple valuation metrics @LeutholdGroup"
[X Link](https://x.com/KevRGordon/status/1839665178956173465) 2024-09-27T13:55Z 22.6K followers, 34.4K engagements
"The Citi U.S. Economic Surprise Index is at its highest since the end of April"
[X Link](https://x.com/KevRGordon/status/1843985967209926752) 2024-10-09T12:04Z 22.6K followers, 28K engagements
"Going to leave this here: $10k invested in the S&P [---] in [----] would have grown to nearly $38 million thru [----] if one didn't care whether the Oval Office was painted red or blue. Life is simpler when politics is kept out of investment decisions"
[X Link](https://x.com/KevRGordon/status/1853775744070983927) 2024-11-05T12:25Z 22.6K followers, 39.4K engagements
"Great chart from @MichaelKantro showing the incredibly bifurcated earnings backdrop for large mid and small caps"
[X Link](https://x.com/KevRGordon/status/1863580809103397166) 2024-12-02T13:47Z 22.6K followers, 24.7K engagements
"Alright so the 10y-3m Treasury yield spread is positive again"
[X Link](https://x.com/KevRGordon/status/1867559116186554522) 2024-12-13T13:16Z 22.6K followers, 89K engagements
"The [--] largest stocks in the S&P [---] now represent 39.9% of the index's market cap"
[X Link](https://x.com/KevRGordon/status/1871193259709432299) 2024-12-23T13:56Z 22.6K followers, 3.6M engagements
"The S&P [---] Tech sector has wiped out its entire post-election gain and has gone nowhere since last June"
[X Link](https://x.com/KevRGordon/status/1886754078639960101) 2025-02-04T12:30Z 22.6K followers, 21.3K engagements
"Coffee futures keep going parabolic"
[X Link](https://x.com/KevRGordon/status/1887206882370093551) 2025-02-05T18:29Z 22.6K followers, 31.7K engagements
"From @bespokeinvest: On a 12-month average basisHousing Starts have completely rolled over from their peak nearly three years ago falling from [----] million to [----] million nowRecessions have always followed a rollover in Housing Starts and the only question is timing"
[X Link](https://x.com/KevRGordon/status/1893670799111823781) 2025-02-23T14:34Z 22.6K followers, 60.1K engagements
"Mag [--] -20.6% over the past [--] days . only two periods that saw that kind of decline (or worse): late-2018 and 2022"
[X Link](https://x.com/KevRGordon/status/1902098207875985542) 2025-03-18T20:42Z 22.6K followers, 27.8K engagements
"The selloff in Tech has essentially been all multiple contraction thus far. Forward 12m EPS made a new high yesterday"
[X Link](https://x.com/KevRGordon/status/1903061437536174184) 2025-03-21T12:29Z 22.6K followers, 55.5K engagements
"From what I can see on the chart these are the announced tariff rates for goods imported from: China: 34% EU: 20% Vietnam: 46% Taiwan: 32% Japan: 24% India: 26% South Korea: 25% Thailand: 36% Switzerland: 31% Indonesia: 32% Malaysia: 24%"
[X Link](https://x.com/KevRGordon/status/1907530815392960725) 2025-04-02T20:29Z 22.6K followers, 55.5K engagements
"Per the @WSJ: Pre-tariff cost for Apple to make the iPhone [--] Pro = $550 Post-tariff cost to make the iPhone [--] Pro = $850"
[X Link](https://x.com/KevRGordon/status/1908497579559497744) 2025-04-05T12:30Z 22.6K followers, 324.9K engagements
"Since the February 19th peak the S&P [---] has lost $9.6 trillion in value . that is about the equivalent of the German and Japanese economies combined"
[X Link](https://x.com/KevRGordon/status/1909771365399630330) 2025-04-09T00:52Z 22.6K followers, 49.3K engagements
"Serious credit card delinquencies continued to spike in the first quarter of [----] highest since first quarter of 2011"
[X Link](https://x.com/KevRGordon/status/1922712435267416296) 2025-05-14T17:55Z 22.6K followers, 75.2K engagements
""WTI is trading at around the same level as it was [--] years ago and thats in todays money. In real terms adjusted by the cumulative impact of inflation oil is today at a similar level as it was in the mid-1980s." @JavierBlas"
[X Link](https://x.com/KevRGordon/status/1937118448435466526) 2025-06-23T12:00Z 22.6K followers, 39.4K engagements
"Epic plunge in consumer goods imports . -36.2% in the past two months"
[X Link](https://x.com/KevRGordon/status/1938217526514610459) 2025-06-26T12:47Z 22.6K followers, 183.5K engagements
"Piper Sandler: For consumer goods the U.S. is paying about 90% of the tariffs with consumers footing about 30% of the bill and companies (importers) nearly 60%"
[X Link](https://x.com/KevRGordon/status/1948750017356775517) 2025-07-25T14:19Z 22.6K followers, 47.1K engagements
"Number of all-time highs this year: S&P 500: [--] Magnificent 7: 0"
[X Link](https://x.com/KevRGordon/status/1949808321260626271) 2025-07-28T12:25Z 22.6K followers, 46.4K engagements
"Stunning. U.S. imports of consumer goods have plunged by 43.9% over the past [--] months . that is the largest decline in history"
[X Link](https://x.com/KevRGordon/status/1950211792874905908) 2025-07-29T15:08Z 22.6K followers, 573.5K engagements
"This is quite stunning. Look at the revisions for May and June. May was originally +144k jobs; now +19k. June was originally +147k; now +14k. There were also huge downward revisions for the trade and transport industry"
[X Link](https://x.com/KevRGordon/status/1951264352671023153) 2025-08-01T12:50Z 22.6K followers, 679.4K engagements
"Inflation-adjusted consumer spending fell by an annualized -0.15% in the first six months of the year. Excluding the pandemic the last time we saw a negative statistic was in early 2010"
[X Link](https://x.com/KevRGordon/status/1952330051166388491) 2025-08-04T11:25Z 22.6K followers, 84K engagements
"The [--] largest stocks in the S&P [---] made up 40.1% of the index's market cap thru the end of July . a new multi-decade high"
[X Link](https://x.com/KevRGordon/status/1953064260155973843) 2025-08-06T12:03Z 22.6K followers, 34.8K engagements
"Here are the components of PPI that map over to PCE . suggesting a bit of a firmer print for July"
[X Link](https://x.com/KevRGordon/status/1955971829790650722) 2025-08-14T12:36Z 22.6K followers, 29.5K engagements
"NVIDIA is 7.8% of the S&P 500's market cap"
[X Link](https://x.com/KevRGordon/status/1960674760507187234) 2025-08-27T12:04Z 22.6K followers, 27.8K engagements
"Job cut announcements in the pharmaceutical sector jumped in August to financial crisis levels"
[X Link](https://x.com/KevRGordon/status/1963580415983165697) 2025-09-04T12:30Z 22.6K followers, 18.8K engagements
"Manufacturing payrolls have contracted for [--] straight months. We have not seen that since the beginning of 2020"
[X Link](https://x.com/KevRGordon/status/1963945315003740395) 2025-09-05T12:40Z 22.6K followers, 536.8K engagements
"Wow. The unemployment rate for 16-24 year-olds is now at 10.5%"
[X Link](https://x.com/KevRGordon/status/1963954764737118533) 2025-09-05T13:17Z 22.6K followers, 3M engagements
"The number of people employed in the semiconductor manufacturing industry is plunging"
[X Link](https://x.com/KevRGordon/status/1963964450689692063) 2025-09-05T13:56Z 22.6K followers, 105.4K engagements
"71.6% of CPI components rose at an annualized pace greater than 2% in August . that's the highest share since August 2022"
[X Link](https://x.com/KevRGordon/status/1966120857383874700) 2025-09-11T12:45Z 22.6K followers, 28.9K engagements
"U.S. households' allocations to stocks rose to a new record high in the second quarter"
[X Link](https://x.com/KevRGordon/status/1967650434748977507) 2025-09-15T18:03Z 22.6K followers, 107.3K engagements
"Across the board stronger growth in retail sales in August - no matter how you slice it via Bloomberg"
[X Link](https://x.com/KevRGordon/status/1967934289162707384) 2025-09-16T12:51Z 22.6K followers, 54.6K engagements
"ADP payrolls for September: -32k Largest decline since March 2023"
[X Link](https://x.com/KevRGordon/status/1973361479991828818) 2025-10-01T12:16Z 22.6K followers, 268.6K engagements
"The value of the decline in U.S. stocks today (roughly $2 trillion) is a tad larger than the entire Mexican economy"
[X Link](https://x.com/KevRGordon/status/1976747317152636969) 2025-10-10T20:31Z 22.6K followers, 32.8K engagements
"The S&P [---] is -1.1% from its all-time high JUST IN 🚨: Extreme Fear hits the Stock Market 👻😱🎃 https://t.co/yEmqouG8r5 JUST IN 🚨: Extreme Fear hits the Stock Market 👻😱🎃 https://t.co/yEmqouG8r5"
[X Link](https://x.com/KevRGordon/status/1981068392699232698) 2025-10-22T18:41Z 22.6K followers, 64.3K engagements
"Oof. 40% of of items in the CPI were based on different cell imputation in September . that means data collectors had to fill in missing data by using values from a related but different category or geographic area"
[X Link](https://x.com/KevRGordon/status/1981764306640232825) 2025-10-24T16:46Z 22.6K followers, 290.5K engagements
""A leaked document from PDVSA in [----] said its pipelines had not been updated in [--] years and estimated the cost to return the countrys systems to peak production levels would be $58bn." @FT https://www.ft.com/content/cef0a0c5-59be-4b53-83da-4f7fc609c2a8 https://www.ft.com/content/cef0a0c5-59be-4b53-83da-4f7fc609c2a8"
[X Link](https://x.com/KevRGordon/status/2008883964413685993) 2026-01-07T12:50Z 22.6K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KevRGordon Kevin Gordon
Kevin Gordon posts on X about in the, alltime, stocks, market cap the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---------] +51%
- [--] Month [---------] +195%
- [--] Months [---------] +18%
- [--] Year [----------] +29%
Mentions: [--] #
- [--] Month [---] -25%
- [--] Months [---] +16%
- [--] Year [---] -18%
Followers: [------] #
- [--] Week [------] +1.70%
- [--] Month [------] +4.60%
- [--] Months [------] +23%
- [--] Year [------] +100%
CreatorRank: [------] #
Social Influence
Social category influence finance #490 stocks 3.33% countries 3.33% technology brands 2.5% currencies 1.67% cryptocurrencies 1.67% exchanges 1.67% financial services 0.83% automotive brands 0.83% products 0.83%
Social topic influence in the 10%, alltime 7.5%, stocks 6.67%, market cap 5%, bloomberg #253, history 4.17%, inflation #10, up to 2.5%, fomc 2.5%, rose 2.5%
Top accounts mentioned or mentioned by @chartfest1 @jerry__grey @paulschatz @ljenkins314 @business @lizannsonders @thenoblejonsnow @william_r2rclub @paul_schatz @grok @gavekal @ft @rickmcginley @spoutingrock1 @patrizia1077 @trump_democrat @repmythos @fooleryt @marcanthonyhere @ashudalian_ashu
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Goldman Sachs (GS) Tesla, Inc. (TSLA) Berkshire Hathaway Inc. (BRK.A)
Top Social Posts
Top posts by engagements in the last [--] hours
"Unemployment rate down to 4.3% in January"
X Link 2026-02-11T13:30Z 22.6K followers, [----] engagements
"Tech hardware industry having its worst selloff since April 2025"
X Link 2026-02-12T19:39Z 22.6K followers, [----] engagements
"30y mortgage rate ticked up to 6.24% this past week . as of now still failing to break thru that September [----] low"
X Link 2026-01-28T13:39Z 22.4K followers, [----] engagements
"MSCI Emerging Markets Index relative to the S&P [---] . strongest since November 2023"
X Link 2026-01-28T14:09Z 22.3K followers, [----] engagements
"As of 3Q2025 foreign-held U.S. equities as a % of foreign-held U.S. financial assets rose to an all-time high @NDR_Research"
X Link 2026-01-28T18:33Z 22.3K followers, 36.5K engagements
"January FOMC statement with strikethrough comparisons"
X Link 2026-01-28T19:01Z 22.2K followers, [----] engagements
"The Consumer Confidence Index fell by [----] points in [----] (top panel) while the S&P [---] rose by more than 16% . it pretty much marks the third straight year of confidence looking awful while stocks see double-digit % gains"
X Link 2026-01-29T13:00Z 22.5K followers, [----] engagements
"PPI components that map over to PCE suggest a bit of a hotter print for December"
X Link 2026-01-30T13:34Z 22.3K followers, [----] engagements
"A Friday knowledge nugget per the @federalreserve: By law the FOMC determines its own internal organization and by tradition the FOMC elects the Chair of the Board of Governors as its chair"
X Link 2026-01-30T17:52Z 22.3K followers, 17.1K engagements
"Consumer Staples' strength has been uneven . cap-weighted index (white) is at an all-time high but equal-weighted version (blue) has been trending lower since early 2022"
X Link 2026-02-02T13:56Z 22.3K followers, [----] engagements
"Stronger ISM Manufacturing PMI in January driven by a surge in new orders and a nice move higher in production . prices paid moved to the highest since September and employment remained in contraction"
X Link 2026-02-02T15:01Z 22.3K followers, 14.9K engagements
"Goldman Sachs: For young married couples considering buying their first home the average down payment is now 70% of their annual household income (vs. 58% in [----] and 45% in 2000) and the first-year mortgage payment is about 25% (vs. 18% in [----] and 20% in 2000)"
X Link 2026-02-02T15:31Z 22.5K followers, 343.8K engagements
"Per the Fed's Senior Loan Officer Opinion Survey the net % of respondents tightening standards for consumer credit card loans fell to 0% in January"
X Link 2026-02-02T21:01Z 22.5K followers, [----] engagements
"Fed's Miran says he does not see a lot of strong price pressures in the economy and that he's excited to see what Warsh does as Fed chair via @business"
X Link 2026-02-03T12:31Z 22.5K followers, [----] engagements
"Over the past [--] months the U.S. dollar is the second worst performing currency in the G10 . only the Japanese Yen is doing worse via @business"
X Link 2026-02-03T12:35Z 22.4K followers, 11.5K engagements
"Bitcoin max drawdown now approaching -40%"
X Link 2026-02-03T15:16Z 22.2K followers, 30K engagements
"The drawdown in S&P [---] Software stocks is now -25.2% from the high . that's worse than last year's plunge"
X Link 2026-02-03T15:23Z 22.3K followers, 101K engagements
"Eurozone CPI #inflation comes in at +1.7% y/y in January . core down to +2.2%"
X Link 2026-02-04T12:48Z 22.3K followers, [----] engagements
"S&P Global Japan Composite PMI rose sharply in January to [----] . best since May 2023"
X Link 2026-02-04T12:50Z 22.5K followers, [----] engagements
"ADP payrolls +22k in January. Bloomberg consensus was +45k; prior month revised down from +41k to +37k"
X Link 2026-02-04T13:18Z 22.2K followers, [----] engagements
"Per ADP payroll data manufacturing payrolls have contracted for [--] straight months"
X Link 2026-02-04T13:22Z 22.3K followers, [----] engagements
"The S&P [---] is 1.8% from all-time highs and the Fear & Greed Index is in the "Fear" zone"
X Link 2026-02-04T18:13Z 22.4K followers, 48K engagements
"Todays market password is: have they tried turning it off and turning it back on again"
X Link 2026-02-04T20:42Z 22.2K followers, [----] engagements
"The NYSE cumulative advance-decline line made a new high yesterday"
X Link 2026-02-05T11:20Z 22.4K followers, [----] engagements
"The equal-weighted S&P [---] closed at a new all-time high yesterday (Past performance is no guarantee of future results)"
X Link 2026-02-05T12:30Z 22.3K followers, 11.4K engagements
"Challenger job cut announcements rose to nearly 109k in January the worst January since 2009"
X Link 2026-02-05T12:32Z 22.5K followers, 35.3K engagements
"GS basket of most shorted stocks jumped by 8.8% on Friday . best day since April [----] and one of the best days in the post-pandemic era"
X Link 2026-02-09T12:43Z 22.5K followers, [----] engagements
"New record high for the NYSE cumulative advance-decline line"
X Link 2026-02-10T12:38Z 22.5K followers, [----] engagements
"With Walmart joining the $1T club yesterday there are now [--] S&P [---] members with market caps exceeding $1T . in order of size: NVIDIA Alphabet Apple Microsoft Amazon Meta Tesla Broadcom Berkshire Hathaway Walmart"
X Link 2026-02-04T14:15Z 22.6K followers, 14.3K engagements
"ISM Services comments for January are overall better than the manufacturing sector . some notable mentions about data centers and capacity"
X Link 2026-02-04T15:10Z 22.6K followers, 10K engagements
"Per Bloomberg the median estimate for January nonfarm payrolls is +69k . the high is +135k and the low is -10k"
X Link 2026-02-09T13:02Z 22.6K followers, 10.3K engagements
"As of the fourth quarter of [----] the % of American adults who rate both their current and future lives high enough to be classified as thriving dropped to 48%. The only times we've seen lower readings: global financial crisis and the depths of the pandemic @Gallup"
X Link 2026-02-10T12:49Z 22.6K followers, 22K engagements
"Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of 2011"
X Link 2026-02-10T16:34Z 22.6K followers, 106.3K engagements
"Going to join @ScottWapnerCNBC on @CNBCClosingBell at 3pm ET to talk jobs CPI and stocks"
X Link 2026-02-11T16:06Z 22.6K followers, 17.4K engagements
"Gavekal: ".the MSCI European industrials index tends to move in phase with Chinese equities when both are expressed in US dollar terms. The conclusion is that investors should use their holdings of US equities as a source of cash to buy the Chinese equity index." @Gavekal"
X Link 2026-02-12T14:56Z 22.6K followers, [----] engagements
"Parts of housing still in recession . single-family existing home sales fell in January to the lowest level since December 2023"
X Link 2026-02-12T19:04Z 22.6K followers, [----] engagements
"Add this to the list of wow stats of late: On a rolling 5-week basis the Consumer Staples sector is up by 17%. Going back to [----] we have only seen stronger 5-week runs in: April [----] April [----] November [----] February 1991"
X Link 2026-02-13T12:54Z 22.6K followers, 11.4K engagements
"204 members in the S&P [---] have had at least a max drawdown of -10% year-to-date. Meanwhile the index sits about 1.7% away from its high"
X Link 2026-02-13T16:09Z 22.6K followers, [----] engagements
"Can that groundhog also tell us how much longer until we get the jobs report"
X Link 2026-02-02T18:48Z 22.5K followers, [----] engagements
"Swings for the Tech sector's multiple have gotten incredibly large in the post-pandemic era . on a rolling 4-month basis the sector's forward 12m P/E is down by nearly [--] points; we've seen similar swings in [----] and [----] (never from [----] to 2018)"
X Link 2026-02-04T12:14Z 22.6K followers, [----] engagements
"For companies with 20-49 employees payrolls fell in January to the lowest since August [----] per ADP"
X Link 2026-02-04T13:27Z 22.6K followers, [----] engagements
"U.S.' share of world market cap continues to roll over and has fallen to its lowest since April 2025"
X Link 2026-02-04T14:20Z 22.5K followers, 20.2K engagements
"ISM Services new export orders fell sharply in January to lowest since March 2023"
X Link 2026-02-04T15:05Z 22.6K followers, [----] engagements
"Without looking one wonders how many people would guess that the best performing S&P [---] sector since the March [----] low is . Energy"
X Link 2026-02-04T18:08Z 22.5K followers, 28.7K engagements
"Selloff in software not just the large caps . S&P [----] Software Index has gotten chopped by -29.9% from its high. Going back to [----] the only selloff that was worse was the bear market in 2022"
X Link 2026-02-06T13:14Z 22.6K followers, 18.4K engagements
"Microsoft the fourth largest company in the S&P [---] has almost erased its outperformance relative to the S&P [---] over the past six years"
X Link 2026-02-06T13:38Z 22.6K followers, 31.9K engagements
"Here are 3m annualized changes for several categories of retail sales . all continued to slow in December with the control group seeing a notable downshift from +6.5% in August to +2.6% in December"
X Link 2026-02-10T13:35Z 22.5K followers, [----] engagements
"We still have to wait for December revisions but as of now retail sales growth came in at +2.4% for [----] . that is the slowest since 2018"
X Link 2026-02-10T14:37Z 22.6K followers, [----] engagements
"@Claudia_Sahm I was recently looking at the increase off the low relative to prior cycles and still find it amazing as to how slow this one has been (by a considerable degree)"
X Link 2026-02-10T17:58Z 22.5K followers, [---] engagements
"Frontloading net exports and then backloading consumer spending in one picture: GDPNow model (a nowcast not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0 GDPNow model (a nowcast not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0"
X Link 2026-02-10T18:01Z 22.5K followers, 15.5K engagements
"3m average of nonfarm payroll growth shifted up to +73k in January . highest since February 2025"
X Link 2026-02-11T13:34Z 22.6K followers, [----] engagements
"Fed looks vindicated in saying that there has been some stabilization in unemployment rate"
X Link 2026-02-11T13:42Z 22.6K followers, [----] engagements
"Market aggressively pricing out rate cuts for this year after that jobs report"
X Link 2026-02-11T13:50Z 22.6K followers, [----] engagements
"The unemployment rate for 16-24-year-olds dropped by [---] ppt in January and is now at 9%. That is a significant decline relative to history"
X Link 2026-02-11T14:34Z 22.6K followers, [----] engagements
"@Chartfest1 @Paul_Schatz I will a bit later away from desk at the moment"
X Link 2026-02-12T20:15Z 22.6K followers, [---] engagements
"@Paul_Schatz @Chartfest1 I don't follow the ETFs but for the SPX Software Index [--] advancers and [--] decliners today (new low data will come tomorrow morning after the evening data refresh)"
X Link 2026-02-12T21:07Z 22.6K followers, [--] engagements
"@Paul_Schatz @Chartfest1 If Bloomberg has that historical data for the industry Ill be able to get it in the morning"
X Link 2026-02-12T21:37Z 22.6K followers, [--] engagements
"@Chartfest1 @Paul_Schatz Correct and for the latter I count [--] per Bloomberg"
X Link 2026-02-13T12:47Z 22.6K followers, [--] engagements
"A Bloomberg @economics analysis of FOMC projections found that on average across vintages Kevin Warsh's PCE inflation projections were consistently above the median FOMC member's and/or staff's forecast . in general Warsh favored a more hawkish stance than most colleagues"
X Link 2026-02-04T12:04Z 22.6K followers, [----] engagements
"Alphabet is the latest mega-cap company to up its capex forecast at $185 billion that is larger than the government budgets of Poland Belgium and Sweden (among others) @business"
X Link 2026-02-05T11:43Z 22.6K followers, [----] engagements
""The struggles of quick-service restaurants also speak to the growing bifurcation in the US economy where restaurants and other businesses that cater to low-income Americans are experiencing reduced sales as their customers increasingly struggle to make ends meet" @FT"
X Link 2026-02-10T12:55Z 22.6K followers, 64K engagements
"New all-time high for share of student loans transitioning to serious delinquency"
X Link 2026-02-10T16:35Z 22.6K followers, 76.6K engagements
"Final benchmark revision for [----] payrolls came in at -862k . the largest downward revision since 2009"
X Link 2026-02-11T13:31Z 22.6K followers, 262.4K engagements
"Payroll gains for [----] have been revised down to +181k . in the full history of payroll data the only year that has been weaker when it comes to gains is 2003"
X Link 2026-02-11T13:37Z 22.6K followers, 14.4K engagements
"First gain for manufacturing payrolls since November 2024"
X Link 2026-02-11T13:46Z 22.6K followers, 18.2K engagements
"Here is a pretty remarkable picture that shows we have moved towards a jobless expansion. Over the past three years: Nonfarm payrolls: +2.5M ('23) +1.5M ('24) +181k ('25) Real GDP: +2.9% ('23) +2.8% ('24) +2.3% ('25 YTD)"
X Link 2026-02-11T13:59Z 22.6K followers, 16.4K engagements
"MSCI Emerging Markets Index is (thus far) having its best quarter vs. the S&P [---] since the second quarter of 2009"
X Link 2026-02-12T12:26Z 22.6K followers, [----] engagements
"@Paul_Schatz @Chartfest1 No cumulative a/d function for that specific industry but quickest thing I can get rn is the following pair:"
X Link 2026-02-13T12:29Z 22.6K followers, [--] engagements
"Gavekal: "Spare a thought for the new economy investors who diversified their software holdings with bitcoin. It turns out that the two asset classes have delivered similar types of return at precisely the same times." @Gavekal"
X Link 2026-02-13T13:00Z 22.6K followers, [----] engagements
"@Chartfest1 @Paul_Schatz Ah but IGV is not the same as that Bloomberg index"
X Link 2026-02-13T15:44Z 22.6K followers, [--] engagements
"The CPI 'food at home' category which is essentially groceries is up by 30.8% from its pre-pandemic level"
X Link 2026-02-13T16:19Z 22.6K followers, 657.9K engagements
"One of the remarkable things about this cycle is the pace of disinflation we've seen without a recession. We've never seen this sharp of a y/y spike in core PCE y/y (blue showing change in the change) followed by this much of a decline without a recession on either end"
X Link 2024-05-31T11:33Z 22.6K followers, 58.7K engagements
"S&P [---] Tech sector's price/sales ratio is going vertical and at an all-time high"
X Link 2024-06-18T11:55Z 22.6K followers, 100K engagements
"Global freight container rates still moving higher and year/year increase is now up to +233%"
X Link 2024-06-24T14:33Z 22.6K followers, 65.8K engagements
"S&P [---] Tech sector's free cash flow yield at its lowest since March 2002"
X Link 2024-06-25T12:59Z 22.6K followers, 50.2K engagements
"Wow. Small businesses' economic outlooks improved in July by the most since April [----] per NFIB"
X Link 2024-08-13T11:27Z 22.6K followers, 49.2K engagements
"There might be a lot of "cash on the sidelines" in terms of total money market fund assets but relative to the size of the equity market the firepower just isn't what it used to be . and in fact cash as a % of S&P [---] market cap has been trending lower for the past year"
X Link 2024-08-21T12:26Z 22.6K followers, 34.3K engagements
"Wow. Construction industry job openings rate fell to a new cycle low in July . 6-month drop now [----] percentage points which is the largest in history"
X Link 2024-09-04T14:25Z 22.6K followers, 34.6K engagements
"Ed Hyman at Evercore ISI: History and experience say to stick with a hard landing outlook. However the hard math that our team has reviewed says flip to a soft landing outlook. And thats what were doing"
X Link 2024-09-12T17:51Z 22.6K followers, 47.4K engagements
"Going back to the 1950s the average max drawdown for the S&P [---] a year after the Fed starts a fast cutting cycle is -20.7% . the average max drawdown a year after the start of a slow cutting cycle is -7.4%"
X Link 2024-09-18T13:42Z 22.6K followers, 31.4K engagements
"As of the end of last week the U.S.' share of world market cap hit a new high of 49.1%"
X Link 2024-09-24T12:14Z 22.6K followers, 31.9K engagements
"Saudi Arabia is ready to abandon its unofficial price target of $100 a barrel for crude as it prepares to increase output in a sign that the kingdom is resigned to a period of lower oil prices according to people familiar with the countrys thinking. https://on.ft.com/3BfPfFg https://on.ft.com/3BfPfFg"
X Link 2024-09-26T11:08Z 22.6K followers, 1.4M engagements
"U.S. corporate profits rose to a new all-time high in the second quarter"
X Link 2024-09-26T12:45Z 22.6K followers, 82.7K engagements
"U.S. equities looking quite stretched across multiple valuation metrics @LeutholdGroup"
X Link 2024-09-27T13:55Z 22.6K followers, 34.4K engagements
"The Citi U.S. Economic Surprise Index is at its highest since the end of April"
X Link 2024-10-09T12:04Z 22.6K followers, 28K engagements
"Going to leave this here: $10k invested in the S&P [---] in [----] would have grown to nearly $38 million thru [----] if one didn't care whether the Oval Office was painted red or blue. Life is simpler when politics is kept out of investment decisions"
X Link 2024-11-05T12:25Z 22.6K followers, 39.4K engagements
"Great chart from @MichaelKantro showing the incredibly bifurcated earnings backdrop for large mid and small caps"
X Link 2024-12-02T13:47Z 22.6K followers, 24.7K engagements
"Alright so the 10y-3m Treasury yield spread is positive again"
X Link 2024-12-13T13:16Z 22.6K followers, 89K engagements
"The [--] largest stocks in the S&P [---] now represent 39.9% of the index's market cap"
X Link 2024-12-23T13:56Z 22.6K followers, 3.6M engagements
"The S&P [---] Tech sector has wiped out its entire post-election gain and has gone nowhere since last June"
X Link 2025-02-04T12:30Z 22.6K followers, 21.3K engagements
"Coffee futures keep going parabolic"
X Link 2025-02-05T18:29Z 22.6K followers, 31.7K engagements
"From @bespokeinvest: On a 12-month average basisHousing Starts have completely rolled over from their peak nearly three years ago falling from [----] million to [----] million nowRecessions have always followed a rollover in Housing Starts and the only question is timing"
X Link 2025-02-23T14:34Z 22.6K followers, 60.1K engagements
"Mag [--] -20.6% over the past [--] days . only two periods that saw that kind of decline (or worse): late-2018 and 2022"
X Link 2025-03-18T20:42Z 22.6K followers, 27.8K engagements
"The selloff in Tech has essentially been all multiple contraction thus far. Forward 12m EPS made a new high yesterday"
X Link 2025-03-21T12:29Z 22.6K followers, 55.5K engagements
"From what I can see on the chart these are the announced tariff rates for goods imported from: China: 34% EU: 20% Vietnam: 46% Taiwan: 32% Japan: 24% India: 26% South Korea: 25% Thailand: 36% Switzerland: 31% Indonesia: 32% Malaysia: 24%"
X Link 2025-04-02T20:29Z 22.6K followers, 55.5K engagements
"Per the @WSJ: Pre-tariff cost for Apple to make the iPhone [--] Pro = $550 Post-tariff cost to make the iPhone [--] Pro = $850"
X Link 2025-04-05T12:30Z 22.6K followers, 324.9K engagements
"Since the February 19th peak the S&P [---] has lost $9.6 trillion in value . that is about the equivalent of the German and Japanese economies combined"
X Link 2025-04-09T00:52Z 22.6K followers, 49.3K engagements
"Serious credit card delinquencies continued to spike in the first quarter of [----] highest since first quarter of 2011"
X Link 2025-05-14T17:55Z 22.6K followers, 75.2K engagements
""WTI is trading at around the same level as it was [--] years ago and thats in todays money. In real terms adjusted by the cumulative impact of inflation oil is today at a similar level as it was in the mid-1980s." @JavierBlas"
X Link 2025-06-23T12:00Z 22.6K followers, 39.4K engagements
"Epic plunge in consumer goods imports . -36.2% in the past two months"
X Link 2025-06-26T12:47Z 22.6K followers, 183.5K engagements
"Piper Sandler: For consumer goods the U.S. is paying about 90% of the tariffs with consumers footing about 30% of the bill and companies (importers) nearly 60%"
X Link 2025-07-25T14:19Z 22.6K followers, 47.1K engagements
"Number of all-time highs this year: S&P 500: [--] Magnificent 7: 0"
X Link 2025-07-28T12:25Z 22.6K followers, 46.4K engagements
"Stunning. U.S. imports of consumer goods have plunged by 43.9% over the past [--] months . that is the largest decline in history"
X Link 2025-07-29T15:08Z 22.6K followers, 573.5K engagements
"This is quite stunning. Look at the revisions for May and June. May was originally +144k jobs; now +19k. June was originally +147k; now +14k. There were also huge downward revisions for the trade and transport industry"
X Link 2025-08-01T12:50Z 22.6K followers, 679.4K engagements
"Inflation-adjusted consumer spending fell by an annualized -0.15% in the first six months of the year. Excluding the pandemic the last time we saw a negative statistic was in early 2010"
X Link 2025-08-04T11:25Z 22.6K followers, 84K engagements
"The [--] largest stocks in the S&P [---] made up 40.1% of the index's market cap thru the end of July . a new multi-decade high"
X Link 2025-08-06T12:03Z 22.6K followers, 34.8K engagements
"Here are the components of PPI that map over to PCE . suggesting a bit of a firmer print for July"
X Link 2025-08-14T12:36Z 22.6K followers, 29.5K engagements
"NVIDIA is 7.8% of the S&P 500's market cap"
X Link 2025-08-27T12:04Z 22.6K followers, 27.8K engagements
"Job cut announcements in the pharmaceutical sector jumped in August to financial crisis levels"
X Link 2025-09-04T12:30Z 22.6K followers, 18.8K engagements
"Manufacturing payrolls have contracted for [--] straight months. We have not seen that since the beginning of 2020"
X Link 2025-09-05T12:40Z 22.6K followers, 536.8K engagements
"Wow. The unemployment rate for 16-24 year-olds is now at 10.5%"
X Link 2025-09-05T13:17Z 22.6K followers, 3M engagements
"The number of people employed in the semiconductor manufacturing industry is plunging"
X Link 2025-09-05T13:56Z 22.6K followers, 105.4K engagements
"71.6% of CPI components rose at an annualized pace greater than 2% in August . that's the highest share since August 2022"
X Link 2025-09-11T12:45Z 22.6K followers, 28.9K engagements
"U.S. households' allocations to stocks rose to a new record high in the second quarter"
X Link 2025-09-15T18:03Z 22.6K followers, 107.3K engagements
"Across the board stronger growth in retail sales in August - no matter how you slice it via Bloomberg"
X Link 2025-09-16T12:51Z 22.6K followers, 54.6K engagements
"ADP payrolls for September: -32k Largest decline since March 2023"
X Link 2025-10-01T12:16Z 22.6K followers, 268.6K engagements
"The value of the decline in U.S. stocks today (roughly $2 trillion) is a tad larger than the entire Mexican economy"
X Link 2025-10-10T20:31Z 22.6K followers, 32.8K engagements
"The S&P [---] is -1.1% from its all-time high JUST IN 🚨: Extreme Fear hits the Stock Market 👻😱🎃 https://t.co/yEmqouG8r5 JUST IN 🚨: Extreme Fear hits the Stock Market 👻😱🎃 https://t.co/yEmqouG8r5"
X Link 2025-10-22T18:41Z 22.6K followers, 64.3K engagements
"Oof. 40% of of items in the CPI were based on different cell imputation in September . that means data collectors had to fill in missing data by using values from a related but different category or geographic area"
X Link 2025-10-24T16:46Z 22.6K followers, 290.5K engagements
""A leaked document from PDVSA in [----] said its pipelines had not been updated in [--] years and estimated the cost to return the countrys systems to peak production levels would be $58bn." @FT https://www.ft.com/content/cef0a0c5-59be-4b53-83da-4f7fc609c2a8 https://www.ft.com/content/cef0a0c5-59be-4b53-83da-4f7fc609c2a8"
X Link 2026-01-07T12:50Z 22.6K followers, [----] engagements
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